Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The Summary Report, which you can preview and print, is the final page of the Wrap Up wizard.
Choose Tasks > Wrap Up, and then click the Wrap Up Summary Report button on the Wrap Up - Workpaper Signoffs page of the Wrap Up wizard.
Report items, fields, and buttons
You can view the following information on the Wrap Up Summary Report:
Displays the name of the engagement and the following information:
- Engagement Type
Includes Audit-Nonpublic Entity or Audit- Public Entity if you choose to select Audit Documentation Dates on the General tab of the Engagement Properties dialog.
- Engagement Dates
Includes engagement period ending date, processing period, begin date, and end date. In addition, the report release, and documentation completion dates are included in the report if Audit Documentation Dates are selected on the General tab of the Engagement Properties dialog.
- Engagement Staff
Lists the names of all staff members with clearance to work on the engagement.
- Engagement Signoffs
Lists the names of staff members who signed off on the engagement, the dates and times they signed off, and their respective signoff types.
- History
Lists the activity, Staff ID, date, and time that the engagement task was performed.
Notes if a backup of the engagement was created before beginning the wrap up. (This section of the Wrap Up Summary Report does not appear on the report if a back up was not created.)
Lists the workpapers, folders, and engagements that contained open review notes to be cleared.
This section of the Wrap Up Summary Report will not appear on the report if no Notes were created for this engagement, or were deleted prior to the engagement Wrap Up.
Lists (in tabular format) any potential journal entries that were entered during the current engagement period (lists the Reference, Date, Description, Accounts, and Amount).
Lists any Workpapers that will be deleted during the Wrap Up process. (This section of the Wrap Up Summary Report will not appear on the report if no workpapers are marked to be deleted during wrap up.)
Lists the File Type (Check In, Check Out, or Backup) that will be deleted during the Wrap Up process.
Click to include the Wrap Up Summary Report in the current engagement.
Click to print the report or right click within the report view pane to open the context menu and choose Print.
Related topics
Wrap Up [Tasks menu]
Workpaper Diagnostic Report
Notes Diagnostic Report